13F Insight
DOSSIER · 13F-HR · Q1 2026

LFL Advisers, LLC

$332M in tracked AUM across 9 positions as of Q1 2026.

LA
CIK 0001694127 · last filed Mar 31, 2026
Total AUM
$332M
as of Q1 2026
Holdings
9
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Portfolio Overview

The filing for LFL Advisers, LLC reveals a highly concentrated portfolio that underwent a significant transformation during the quarter ending September 30, 2025. The total portfolio value contracted sharply by 52.4%, declining from $250.19 million to $119.16 million. This drastic reduction in assets under management (AUM) was driven primarily by a divestment strategy rather than market depreciation, as the manager liquidated five major positions. Consequently, the portfo...

Key Holdings

The portfolio is currently dominated by three large-cap positions, each representing roughly 25% to 47% of the total assets. TE Connectivity Ltd. is the largest holding, valued at $56.08 million (47.06% of the portfolio), comprising 255,000 shares. Aon PLC follows as the second-largest position with a value of $32.14 million (26.98% of the portfolio), consisting of 90,000 shares. The third position is Alphabet Inc. (GOOG), valued at $30.94 million (25.96% of the portfolio), representing 127,000 shares. The nearly equal weighting of Aon and Alphabet, combined with the oversized position in TE Connectivity, suggests a focus on high-quality, established industry leaders with strong cash flows and dominant market positions.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BK
BANK NEW YORK MELLON CORP
$55M460K16.4%02
G87052109
TE CONNECTIVITY LTD
$49M234K14.7%03
SUNB
SUNBELT RENTALS HOLDINGS INC
$43M660K12.8%04
G0403H108
AON PLC
$41M127K12.3%05
LAMR
LAMAR ADVERTISING CO NEW
$40M316K12.1%06
ALV
AUTOLIV INC
$33M315K10.0%07
GOOG
ALPHABET INC
$29M101K8.8%08
PGR
PROGRESSIVE CORP OHIO
$28M141K8.4%09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$15M32K4.6%

Filing history

2026Q1Mar 31
$332M▲ 9.1%
9 positionsView →2025Q4Dec 31
$305M▲ 155.8%
8 positionsView →2025Q3Sep 30
$119M▼ 52.4%
3 positionsView →2025Q2Jun 30
$250M▲ 188.5%
8 positionsLocked2025Q1Mar 31
$87M▼ 66.2%
3 positionsLocked2024Q4Dec 31
$257M▼ 8.0%
9 positionsLocked2024Q3Sep 30
$279M▲ 9.8%
10 positionsLocked2024Q2Jun 30
$254M▼ 8.3%
11 positionsLocked2024Q1Mar 31
$277M▲ 20.4%
11 positionsLocked2023Q4Dec 31
$230M▲ 12.4%
11 positionsLocked2023Q3Sep 30
$205M▼ 5.8%
11 positionsLocked2023Q2Jun 30
$217M▼ 2.5%
11 positionsLocked
Showing 12 of 36